Chicago Partners Investment Group LLC Purchases in Q4 2024

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CTVA
Corteva, Inc.

Basic Materials
156
+ 1.19%
$55.21 - $64.13 $8.61K - $10K
13.3K $756K
ORCL
Oracle Corp

Technology
333
+ 1.73%
$165.41 - $192.43 $55.1K - $64.1K
19.6K $3.27M
GUNR
Flexshares Tr Morningstar Glob

ETFs
279
+ 5.15%
$36.15 - $41.9 $10.1K - $11.7K
5.7K $207K
MOH
Molina Healthcare, Inc.

Healthcare
164
+ 13.66%
$274.73 - $341.91 $45.1K - $56.1K
1.37K $397K
HIG
Hartford Financial Services Group, Inc.

Financial Services
9
+ 0.41%
$107.06 - $123.74 $964 - $1.11K
2.21K $241K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
477
+ 1.89%
$12.12 - $13.1 $5.78K - $6.25K
25.7K $312K
VZ
Verizon Communications Inc

Communication Services
3.35K
+ 10.8%
$39.6 - $45.21 $132K - $151K
34.3K $1.37M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
1
+ 0.02%
$49.25 - $53.57 $49.3 - $53.6
4.62K $228K
RWR
Spdr Dow Jones Reit ETF

ETFs
49
+ 1.44%
$97.84 - $108.61 $4.79K - $5.32K
3.44K $340K
RAVI
Flexshares Tr Ready Access Var

ETFs
29
+ 0.06%
$75.05 - $75.53 $2.18K - $2.19K
48.4K $3.64M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
148
+ 1.77%
$34.13 - $37.35 $5.05K - $5.53K
8.53K $291K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
613
+ 3.03%
$43.84 - $48.76 $26.9K - $29.9K
20.9K $917K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
14
+ 0.39%
$64.85 - $73.04 $908 - $1.02K
3.64K $237K
FCX
Freeport Mcmoran Inc

Basic Materials
860
+ 16.9%
$38.08 - $50.82 $32.7K - $43.7K
5.95K $226K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
616
+ 1.77%
$51.09 - $55.27 $31.5K - $34K
35.4K $1.81M
FTCS
First Trust Capital Strength E

ETFs
24
+ 0.22%
$87.62 - $94.03 $2.1K - $2.26K
11K $965K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4.2K
+ 1.32%
$7.83 - $8.16 $32.9K - $34.3K
322K $2.53M
PAA
Plains All American Pipeline LP

Energy
1.81K
+ 0.85%
$16.27 - $18.67 $29.4K - $33.7K
215K $3.68M
DD
Du Pont De Nemours, Inc.

Basic Materials
841
+ 11.36%
$75.95 - $88.05 $63.9K - $74.1K
8.24K $628K
URI
United Rentals, Inc.

Industrials
5
+ 1.47%
$704.44 - $880.32 $3.52K - $4.4K
345 $243K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.65K
+ 1.96%
$56.06 - $61.35 $149K - $163K
138K $7.81M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.14K
+ 3.82%
$31.23 - $33.51 $67K - $71.8K
58.2K $1.83M
TD
Toronto Dominion Bank

Financial Services
334
+ 6.46%
$51.56 - $63.8 $17.2K - $21.3K
5.5K $292K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.88K
+ 3.95%
$51.33 - $53.74 $404K - $423K
207K $10.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
200
+ 8.24%
$82.28 - $117.52 $16.5K - $23.5K
2.63K $222K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
358
+ 0.58%
$9.99 - $10.92 $3.58K - $3.91K
62.4K $636K
IBB
Ishares Biotechnology ETF

ETFs
94
+ 2.55%
$131.21 - $148.85 $12.3K - $14K
3.78K $500K
EQR
Equity Residential

Real Estate
3
+ 0.02%
$69.12 - $77.48 $207 - $232
13.9K $1M
FANG
Diamondback Energy, Inc.

Energy
18
+ 0.39%
$153.06 - $199.5 $2.76K - $3.59K
4.6K $753K
UPS
United Parcel Service Inc

Industrials
52
+ 1.18%
$122.65 - $138.35 $6.38K - $7.19K
4.47K $563K
ENLC
En Link Midstream, LLC

Energy
29
+ 0.03%
$13.74 - $16.01 $398 - $464
110K $1.56M
DVY
Ishares Tr

ETFs
95
+ 0.69%
$129.55 - $143.41 $12.3K - $13.6K
13.9K $1.83M
FNX
First Tr Mid Cap Core Alphadex

ETFs
359
+ 0.6%
$114.77 - $127.28 $41.2K - $45.7K
60.3K $6.97M
CEG
Constellation Energy Corp

Utilities
586
+ 11.54%
$224.28 - $285.52 $131K - $167K
5.66K $1.27M
ADBE
Adobe Inc.

Technology
369
+ 12.72%
$437.39 - $552.96 $161K - $204K
3.27K $1.45M
NSC
Norfolk Southern Corp

Industrials
2
+ 0.06%
$230.6 - $277.0 $461 - $554
3.6K $845K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
163
+ 2.17%
$150.51 - $170.38 $24.5K - $27.8K
7.68K $1.17M
AVY
Avery Dennison Corp

Industrials
17
+ 1.08%
$186.26 - $220.48 $3.17K - $3.75K
1.59K $296K
ASTS
Ast Space Mobile, Inc.

Communication Services
10K
+ 19.29%
$21.1 - $28.49 $211K - $285K
61.9K $1.31M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
245
+ 0.22%
$12.54 - $13.29 $3.07K - $3.26K
113K $1.44M
REET
Ishares Global Reit ETF

ETFs
322
+ 1.41%
$23.43 - $26.54 $7.54K - $8.55K
23.2K $556K
EXAS
Exact Sciences Corp

Healthcare
951
+ 10.27%
$49.33 - $71.97 $46.9K - $68.4K
10.2K $573K
SO
Southern CO

Utilities
157
+ 1.7%
$81.5 - $94.15 $12.8K - $14.8K
9.41K $774K
CARR
Carrier Global Corp

Industrials
147
+ 2.56%
$66.69 - $82.65 $9.8K - $12.1K
5.89K $401K
ZTS
Zoetis Inc.

Healthcare
115
+ 4.57%
$162.24 - $194.42 $18.7K - $22.4K
2.63K $428K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.39K
+ 5.51%
$58.88 - $64.8 $81.6K - $89.8K
26.5K $1.56M
DFIV
Dimensional ETF Tr

ETFs
140
+ 0.53%
$34.86 - $37.97 $4.88K - $5.32K
26.5K $940K
SHW
Sherwin Williams CO

Basic Materials
33
+ 1.79%
$338.75 - $399.71 $11.2K - $13.2K
1.87K $637K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.95K
+ 1.97%
$17.21 - $18.41 $33.5K - $35.9K
101K $1.74M
Activity Summary
Buys All Purchases 563 New Holdings 85 Increased Positions 478 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 0 Puts 0
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